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Carmichael Hill & Associates’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Carmichael Hill & Associates’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$232K Hold
2,641
– – 0.08% 170
2024
Q2 		$222K Sell
2,641
-38
-1% -$3.21K 0.09% 160
2024
Q1 		$234K Sell
2,679
-40
-1% -$3.19K 0.09% 156
2023
Q4 		$206K Sell
2,719
-104
-4% -$7.29K 0.09% 169
2023
Q3 		$195K Sell
2,823
-49
-2% -$3.53K 0.09% 166
2023
Q2 		$206K Sell
2,872
-128
-4% -$8.74K 0.09% 164
2023
Q1 		$205K Hold
3,000
– – 0.1% 153
2022
Q4 		$196K Hold
3,000
– – 0.1% 158
2022
Q3 		$181K Hold
3,000
– – 0.1% 160
2022
Q2 		$183K Buy
3,000
+128
+4% +$8.61K 0.1% 170
2022
Q1 		$213K Hold
2,872
– – 0.1% 166
2021
Q4 		$234K Hold
2,872
– – 0.11% 161
2021
Q3 		$217K Hold
2,872
– – 0.11% 159
2021
Q2 		$223K Sell
2,872
-106
-4% -$8.16K 0.11% 155
2021
Q1 		$224K Sell
2,978
-202
-6% -$14.9K 0.12% 146
2020
Q4 		$220K Hold
3,180
– – 0.13% 139
2020
Q3 		$183K Buy
3,180
+29
+0.9% +$1.65K 0.12% 142
2020
Q2 		$169K Hold
3,151
– – 0.12% 138
2020
Q1 		$135K Sell
3,151
-903
-22% -$47.6K 0.12% 136
2019
Q4 		$231K Sell
4,054
-608
-13% -$33.4K 0.16% 120
2019
Q3 		$250K Sell
4,662
-434
-9% -$23.4K 0.25% 94
2019
Q2 		$277K Hold
5,096
– – 0.27% 89
2019
Q1 		$268K Buy
5,096
+15
+0.3% +$760 0.28% 86
2018
Q4 		$233K Sell
5,081
-18
-0.4% -$905 0.27% 92
2018
Q3 		$285K Buy
5,099
+194
+4% +$10.8K 0.28% 88
2018
Q2 		$265K Hold
4,905
– – 0.28% 88
2018
Q1 		$257K Buy
4,905
+210
+4% +$11.2K 0.28% 93
2017
Q4 		$243K Buy
+4,695
New +$240K 0.27% 101

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Carmichael Hill & Associates's MDYG Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2024 at 2,641 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #170.

Carmichael Hill & Associates first reported a position in MDYG in Q4 2017 and has held it in 28 quarters since. The position peaked at $285K in Q3 2018. 369 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

  • Carmichael Hill & Associates held 2,641 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $232K as of Q3 2024.
  • Carmichael Hill & Associates left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2024.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.08% of Carmichael Hill & Associates's portfolio in Q3 2024, its #170 holding.
  • Carmichael Hill & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $285K in Q3 2018.
  • 369 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.